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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,124 | $62,583-55.1% | $76,767-63.4% | $64,173-56.2% |
| Participation rate | 34.8% | 72.8%-38.0pp | 77.0%-42.2pp | 69.6%-34.8pp |
| Annual return | -9.46% | -1.95%-7.5pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $671 | $1,832-63.4% | $2,485-73.0% | $2,381-71.8% |
| Participant deferral / active EE | $1,525 | $3,145-51.5% | $3,852-60.4% | $3,470-56.1% |
| Admin fee / account holder | $368 | $4,667-92.1% | $6,675-94.5% | $4,887-92.5% |